+26.4%
AZN vs WELL
+201.0%
-174.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -3.1% | -2.2% | -0.9% | -2.3% |
| 30D | +0.6% | +4.7% | -4.1% | -1.1% |
| 3M | -10.8% | +11.9% | -22.7% | -14.3% |
| 6M | -18.1% | +14.3% | -32.4% | -22.1% |
| YTD | -12.3% | +28.4% | -40.6% | -19.6% |
| 1Y | -0.2% | +42.3% | -42.5% | -11.6% |
| All | +26.4% | +201.0% | -174.6% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling